Playbooks & Tools
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Crisis Procedure for Family Members Template
Tools January 1, 2024The Crisis Procedure for Family Members template is designed to ensure you follow crisis best practices with family members of anyone involved in the crisis.
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Crisis Procedure for the Media Template
Tools January 1, 2024The Crisis Procedure for the Media Template is designed to ensure you follow crisis best practices with members of the media during a crisis.
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CRM Consulting Services RFP
Tools January 1, 2024Use this tool to help you design a Request for Proposal (RFP) for CRM Consulting Services.
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CRM Maturity Assessment
Tools January 1, 2024Use this assessment to evaluate your CRM program maturity.
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CRM Maturity Map
Tools January 1, 2024Use this tool to visually depict your CRM process maturity across Marketing, Sales, Customer & Field Service, Analytics, Infrastructure, and E-Commerce/Web.
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CRM Program Framework
Tools January 1, 2024Use this CRM framework to define the activities required to successfully create, plan, and execute a CRM program.
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CRM Program Maturity Model
Tools January 1, 2024Our CRM Program Maturity Model was designed to help organizations by providing a road-map for improving their CRM marketing efforts and capabilities.
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CRM Program Metrics Dashboard
Tools January 1, 2024Use this to define, track, and report on your key CRM program metrics and KPIs.
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CRM Project Charter
Tools January 1, 2024Our CRM Project Charter establishes a clear project scope, decision rights, and executive sponsorship for a CRM project.
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CRM Project Schedule
Tools January 1, 2024Use this tool to create a work breakdown structure for an upcoming CRM system implementation project.
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CRM Requirements Roadmap
Tools January 1, 2024A tool to help you define Marketing, Sales, Customer Support and Partner Relations functions, map your current process or systems for those functions, and plan for integration with your CRM system over a 1-3 year period.
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Customer Engagement Maturity Assessment
Tools January 1, 2024Utilize our Customer Engagement Maturity Assessment to assess your organization's current Customer Engagement capabilities.
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Customer Experience Management Assessment
Tools January 1, 2024Use this tool to analyze customer experience management (CEM) maturity in your organization.
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Customer Profile Template
Tools January 1, 2024Use this to create fictional personas for the key audiences you intend to target.
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Customer Satisfaction Survey
Tools January 1, 2024A survey template to help you benchmark current levels of satisfaction.
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Customer Segment Analysis Tool
Tools January 1, 2024Use this tool to divide your customer base into distinct groups or segments and analyze them based on shared characteristics, behaviors, or needs.
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Digital Marketing Framework
Tools January 1, 2024Use this digital marketing framework to define the activities required to successfully create, plan, and execute a digital marketing program.
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Digital Marketing Maturity Model
Tools January 1, 2024Our Digital Marketing Maturity Model was designed to help organizations with a roadmap for improving their Digital Marketing capabilities.
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Digital Marketing Roles Matrix
Tools January 1, 2024A roles matrix to help you organize your Digital Marketing efforts.
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Director of Product Management Job Description
Tools January 1, 2024A template to quickly document the role and responsibilities for this position.
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